Yoffe Investment Management’s GSK GSK Stock Holding History

Yoffe Investment Management’s Portfolio GSK Stock Details GSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$716K	Hold	13,657	–	–	0.82%	44
2026 Q1	$754K	Hold	13,657	–	–	0.97%	39
2025 Q4	$670K	Hold	13,657	–	–	0.86%	40
2025 Q3	$589K	Hold	13,657	–	–	0.77%	45
2025 Q2	$524K	Hold	13,657	–	–	0.72%	50
2025 Q1	$529K	Hold	13,657	–	–	0.78%	46
2024 Q4	$462K	Buy	+13,657	New	+$492K	0.69%	51

Other funds holding GSK

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Yoffe Investment Management's GSK Position: Q2 2026 in Review

Yoffe Investment Management held its GSK (GSK) position steady in Q2 2026 at 13,657 shares worth $716K. The position accounts for 0.82% of the portfolio, ranked #44.

Yoffe Investment Management first reported a position in GSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $754K in Q1 2026. 152 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

Yoffe Investment Management held 13,657 shares of GSK worth $716K as of Q2 2026.
Yoffe Investment Management left its GSK share count unchanged in Q2 2026.
GSK made up 0.82% of Yoffe Investment Management's portfolio in Q2 2026, its #44 holding.
Yoffe Investment Management first reported a position in GSK in Q4 2024 and has held it in 7 quarters since.
Yoffe Investment Management's GSK position peaked at $754K in Q1 2026.
152 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.